Summer Inside Sales Co-op

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters teamwork and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $62 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

Why join this team?

• We have a culture that encourages an entrepreneurial spirit.
• We offer multiple opportunities for development and upward mobility.

What You’ll Do

Job Description Summary

Reporting to the AVP of Inside Sales, the Inside Sales Intern is responsible for supporting sales regions to achieve loan volume and revenue targets. Key responsibilities include preparing and submitting new and renewing premium finance loans under a pre-defined volume threshold, following up on renewals, submitting loans for conversion, and providing excellent customer service to brokers via phone and email.

Essential Duties and Responsibilities:

• Prepare premium finance quotes, using creativity and good judgment to provide the client with the best possible loan terms and pricing while minimizing the risk and maximizing returns to FIRST.
• Submission of loans; review and ensure all pertinent information is provided, submit loan for processing.
• Manage a pipeline of premium finance quotes by diligently following up with brokers to secure new and renewal business.
• Provide a high level of customer service.
• Update Regional Sales Logs and Sales Tracker.
• Build internal working relationships with FIRST staff and provide assistance to Sales, Marketing, Credit, Operations, and Collection personnel as needed.
• Assist the Inside Sales team with projects as assigned by Management.

Knowledge/Skills/Abilities Required:

• Strong organizational and time management skills; able to effectively manage multiple priorities in a fast-paced environment.
• Accuracy and attention to detail.
• Strong interpersonal skills with a positive, proactive, ‘can do’ attitude.
• Accountable for results.
• Ability to work as part of a team.
• Strong communication skills both verbal and written.
• Desire for continuous learning.
• Proficient in Microsoft Office (Outlook, Word, and Excel).

Training/ Education/ Experience Qualifications:

• Working towards a University/college degree is preferred.